Manage Office Data with SharePoint 2013

In this course you will learn how to use SharePoint 2013 to work with various types of Microsoft Office data from Access to Visio. SharePoint can extend your Office experience and offer new ways to work with your data that you never expected.
Course info
Rating
(82)
Level
Intermediate
Updated
Mar 12, 2014
Duration
3h 41m
Table of contents
Description
Course info
Rating
(82)
Level
Intermediate
Updated
Mar 12, 2014
Duration
3h 41m
Description

In this course see how SharePoint 2013 can help extend your Microsoft Office capabilities as well as how Office can help you to get more out of SharePoint. You’ll learn how to customize a SharePoint List form using InfoPath and import Excel data into a SharePoint list. Outlook and SharePoint work hand in hand to bring your SharePoint libraries and calendar into your Outlook for easy access and this course will show you how. Get a glimpse into the powerful ways to analyse data using PowerPivot and Power View with SharePoint and Excel. See how SharePoint can bring in data from external sources like SQL and other ODBC databases and give you the tools to make business decisions fast. You will also learn how to quickly and easily create a no code web application using Access 2013 and SharePoint. Finally we wrap the whole thing up by unleashing the power of Visio working alongside SharePoint. Allow users to view complex Visio drawings with just a web browser and SharePoint 2013.

About the author
About the author

Bill Kulterman is an educator, author, and a Microsoft Certified Trainer (MCT). Bill has been a trainer for more than a dozen years, educating students in Excel, Visio and a bevy of additional solutions. In recent years he has focused solely on SharePoint and SharePoint Online through Office 365. When he's not creating courses, he can usually be found riding his bike or relaxing near his Koi pond.

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Section Introduction Transcripts
Section Introduction Transcripts

Create a SharePoint List Using Excel Data
Hi, welcome to Pluralsight. My name is Bill, and this is my course, Manage Office Data with SharePoint 2013. This module is Create a SharePoint List Using Excel Data, and that's exactly what we're going to do. We'll start by taking a look at The Import Spreadsheet App. This is a new app in SharePoint, which is going to do exactly what it says; it's going to allow us to import data from an Excel worksheet right into a SharePoint list, it's going to create a brand new SharePoint list for us. Now the really cool thing is that we don't have to go ahead and import all of the data, we can select a specific Input Range. We can only take in part of that spreadsheet if that's all that we need, and that's actually a really handy option. Next, once we get the data into our SharePoint list, we may realize that there are some fields that we don't necessarily need to see, but they're there, so we can Modify that List View; modify the way it looks to our users, we can change it up, and we can also go ahead and Create a New List View, a brand new way of looking at the data. So, lots of great things, why don't we go ahead, and let's get started.

Connect SharePoint Libraries to Outlook
Hi, welcome to Pluralsight. My name is Bill, and this module is Connect SharePoint Libraries to Outlook. Alright, in this module what we're going to do is exactly what the title says. We're going to show you how to Connect a SharePoint library to Outlook. This is going to allow you to go ahead and preview and even edit files through your Outlook application, even if you're not online. It's a pretty cool way to go ahead and do it; you'll have all of your documents in that library right in a folder in Outlook. Next, we're going to show you how to Edit those documents Offline. We'll go ahead and we'll open up the document in whatever program it happens to be, Word or Excel, in our case we're going to use Word, but it will work with PowerPoint also. And lastly, once those changes are done, you're going to want to know how to Update the changes that you have made to your SharePoint library, or not. You don't have to go ahead and sync those back to SharePoint if you don't want to, but it is an option that you have available to you. It's pretty easy, it's a lot of fun, and it's really, really useful, and it's a really good way to go ahead and have easy access to the documents in your SharePoint library. Sounds like a lot of fun, well it is. So, why don't we go ahead and let's get started.

Connecting SharePoint Calendars to Outlook
Hi, welcome to Pluralsight. May name is Bill, and this module is Connecting SharePoint Calendars to Outlook. In this module we're going to start by showing you how to do exactly what the title says, connect your SharePoint calendar to Outlook, but we're going to do a little bit more than that. Next we're going to show you how to Add an Event Using Outlook to your SharePoint calendar, then we'll show you how to Edit an Existing Event in your SharePoint calendar Using Outlook, and lastly, how to go ahead and Delete an Event Using Outlook. A pretty fun, simple thing to do to go ahead and work with these SharePoint calendars in Outlook, but very, very useful; a really good way to go ahead and manage those calendars, because you can add, edit, and delete events right inside of Outlook; you don't have to open up SharePoint, you don't have to go to the website, you can simply do it right there in your Outlook calendar. So without any further adieu, why don't we go ahead and let's get started. Alright, so here we are in our Globomantics Operations team site.

Using PowerPivot for SharePoint 2013
Hi, welcome to Pluralsight. My name is Bill, and this module is Using PowerPivot for SharePoint 2013. And boy do we have a lot of fun in store for us today. PowerPivot is really cool, and we're going to go have a lot of fun with it. But first, let's go ahead and take a look at what we're going to cover. We'll start with a brief discussion about PowerPivot for SharePoint; what it is, what it can do, and why we want to use it. Then we're going to go ahead and take a look at the The PowerPivot for Excel Add-in. We used to have to download this and install it, but now all we got to do is turn it on. Then we're going to start, we're going to get right into it, and we're going to create that Data Model using Tabular Data. From there we're going to go ahead and we'll start to use PowerPivot; we'll create a table, we'll get our data working, we'll add some Slicers, then we have to go ahead and create a new library, The PowerPivot Gallery; we'll add this to our site collection. The next thing we need to do is save and Publish our PowerPivot to the SharePoint PowerPivot Gallery, and then we're going to go ahead and we're going to create another PowerPivot; we're going to create another Data Model, but this time we're going to use Multidimensional Data, one of those data Cubes. We're going to take this from SQL Server Analysis Services. The process is very similar to almost identical to what we did in the previous section there creating with Tabular Data, but it is a little bit different, and I want to make sure we see the differences there. Then we'll also Publish that PowerPivot to SharePoint. And lastly we're going to look at Scheduling Data Refresh in our PowerPivots. So, a lot of great stuff; sounds like fun, doesn't it? Well, it's going to be. So why don't we go ahead and let's get started.

Using Power View in SharePoint 2013
Hi, welcome to Pluralsight. My name is Bill and this module is using Power View in SharePoint 2013. And just like the title says, I'm going to show you how to go ahead and create some Power View reports. Now, this module is meant to simply be an overview, a simple look at Power View. Power View is a very powerful, very complex, and really wonderful, wonderful tool. And we have other courses in our library that will give you much more in depth information about Power View. This is meant to be a little bit of a simple overview; we're going to show you how to make a couple of simple, really basic, easy reports, and if you like it, hopefully it will encourage you to go ahead and learn more about Power View. This is just going to show you a little taste of what you can do and give you some ideas, and maybe inspire you to go ahead and do great things with Power View. So why don't we go ahead and take a look, at what we're going to talk about. We'll start with a little brief discussion About Power View, what it is, what it can do. And then we'll go ahead and jump right into our demo where we'll Create a Power View Report from Excel 2013. We'll go ahead and Create the Visualization, and then we will upload it into our SharePoint document's library and view it using Excel services right in our browser. Then we're going to go ahead and we're going to Crate another Power View Report, and this time we're going to do it right from the PowerPivot Gallery. And what's really cool about this is we don't even need Excel; we won't be using Excel; we're going to do everything right in the browser, and that's really amazing and very, very cool. And then of course we will also Create another Visualization, and look at that, view it, work with it in our browser. Doesn't that sound like a lot of fun? We've got a lot of great things in store, so why don't we go ahead, and let's get started.

Creating Web Applications for SharePoint 2013 with Access 2013
Hi, welcome to Pluralsight. My name is Bill, and this module is Creating Web Applications for SharePoint 2013 with Access 2013. Alright, let's take a look at what we're going to explore in this module. We'll start talking about the difference between Access 2010 and Access Services 2013. It's a very important and a very big distinction between the two of them. Next we'll go ahead and we will Create a Web Application using Access 2013, right there in Access, a no-code, very simple to create web application that you can run through your SharePoint and view in your browser. Then we'll go ahead and we will Add an Access App from within SharePoint. The first example we'll use Access; we'll build the app right there in Access. The second one, we'll start the whole process from within our SharePoint library. Then we'll go ahead and we will Create another Web Application using External Data. In our example we're going to use some data from SQL Server, but you'll see that you'll be able to pull in external data from a number of sources. And then lastly, we'll take a look at Customizing the App. We're just going to do a couple of quick things, nothing really fancy; this isn't an Access course, okay? Alright, sounds like a lot of fun, doesn't it? Well, why don't we go ahead and let's get started.